Gradient Investments LLC Top Holdings and 13F Report (2025) About Gradient Investments LLCInvestment ActivityGradient Investments LLC has $4.96 billion in total holdings as of March 31, 2025.Gradient Investments LLC owns shares of 320 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 14.49% of the portfolio was purchased this quarter.About 12.46% of the portfolio was sold this quarter.This quarter, Gradient Investments LLC has purchased 298 new stocks and bought additional shares in 157 stocks.Gradient Investments LLC sold shares of 109 stocks and completely divested from 15 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $226,694,710SPDR Portfolio Aggregate Bond ETF $103,950,255Amazon.com $103,379,504Microsoft $103,360,833Apple $97,811,319 Largest New Holdings this Quarter 19761L706 - Columbia Research Enhanced Core ETF $66,690,163 Holding46641Q399 - JP Morgan BetaBuilders U.S. Equity ETF $56,933,337 Holding25861R808 - DOUBLELINE ETF TRUST $46,264,918 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $27,449,160 Holding09789C671 - BONDBLOXX ETF TRUST $26,395,730 Holding Largest Purchases this Quarter Columbia Research Enhanced Core ETF 2,008,135 shares (about $66.69M)JP Morgan BetaBuilders U.S. Equity ETF 564,311 shares (about $56.93M)DOUBLELINE ETF TRUST 922,438 shares (about $46.26M)Avantis International Equity ETF 501,746 shares (about $33.25M)SPDR Portfolio Intermediate Term Treasury ETF 1,137,296 shares (about $32.50M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 1,308,021 shares (about $86.02M)JANUS DETROIT STR TR 1,602,772 shares (about $83.91M)SPDR Portfolio Developed World ex-US ETF 1,523,106 shares (about $55.46M)iShares 5-10 Year Investment Grade Corporate Bond ETF 1,007,438 shares (about $52.91M)Innovator Gradient Tactical Rotation Strategy ETF 1,712,107 shares (about $41.84M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGradient Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$226,694,710$86,015,461 ▼-27.5%3,447,3044.6%ETFSPABSPDR Portfolio Aggregate Bond ETF$103,950,255$7,176,000 ▼-6.5%4,070,0962.1%ETFAMZNAmazon.com$103,379,504$11,304,490 ▲12.3%543,3592.1%Retail/WholesaleMSFTMicrosoft$103,360,833$13,433,308 ▲14.9%275,3432.1%Computer and TechnologyAAPLApple$97,811,319$12,158,721 ▲14.2%440,3342.0%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$89,934,824$20,107,270 ▲28.8%1,989,7081.8%ETFOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$88,560,524$7,958,473 ▼-8.2%2,521,6551.8%ETFNVDANVIDIA$86,961,514$16,233,591 ▲23.0%802,3761.8%Computer and TechnologyDMBSDoubleLine Mortgage ETF$86,890,047$23,982,748 ▼-21.6%1,771,4591.8%ETFAVDEAvantis International Equity ETF$79,064,647$33,250,720 ▲72.6%1,193,0681.6%ETFSPYINEOS S&P 500 High Income ETF$78,646,683$26,967,434 ▼-25.5%1,642,2361.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$76,659,719$55,456,285 ▼-42.0%2,105,4581.5%ETFULSTSPDR SSgA Ultra Short Term Bond ETF$75,091,198$4,137,316 ▲5.8%1,847,2621.5%ETFGOOGAlphabet$74,909,295$6,426,207 ▲9.4%479,4811.5%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$74,647,641$4,200,708 ▲6.0%1,489,3781.5%ETFIGTRInnovator Gradient Tactical Rotation Strategy ETF$72,599,165$41,843,894 ▼-36.6%2,970,5061.5%ETFXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$69,230,071$37,442,457 ▼-35.1%2,046,0841.4%ETFMETAMeta Platforms$68,178,446$4,757,869 ▲7.5%118,2911.4%Computer and TechnologyRECSColumbia Research Enhanced Core ETF$66,690,163$66,690,163 ▲New Holding2,008,1351.3%ETFQUALiShares MSCI USA Quality Factor ETF$63,607,744$5,583,995 ▲9.6%372,2151.3%ETFAVEMAvantis Emerging Markets Equity ETF$61,050,085$25,418,928 ▲71.3%1,014,6271.2%ETFUNHUnitedHealth Group$58,118,745$7,311,522 ▲14.4%110,9671.2%MedicalBBUSJP Morgan BetaBuilders U.S. Equity ETF$56,933,337$56,933,337 ▲New Holding564,3111.1%ETFGLDMSPDR Gold MiniShares Trust$56,091,070$780,742 ▼-1.4%906,3031.1%FinanceJAAAJanus Henderson AAA CLO ETF$53,380,086$1,686,463 ▼-3.1%1,052,6541.1%ETFVVisa$53,028,955$910,848 ▲1.7%151,3121.1%Business ServicesPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$50,503,578$5,124,866 ▼-9.2%998,9821.0%ETFXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$49,266,597$5,172,639 ▲11.7%1,003,8021.0%ETFCVXChevron$48,331,588$3,229,032 ▲7.2%288,9091.0%EnergyJ P MORGAN EXCHANGE TRADED F$46,709,168$23,961,590 ▼-33.9%782,6600.9%HEDGED EQUITY LADOUBLELINE ETF TRUST$46,264,918$46,264,918 ▲New Holding922,4380.9%ASSET BACKED SECJPMJPMorgan Chase & Co.$45,974,734$3,465,853 ▲8.2%187,4220.9%FinanceGSThe Goldman Sachs Group$45,728,298$3,980,269 ▲9.5%83,7070.9%FinanceJUNWAllianzIM U.S. Large Cap Buffer20 Jun ETF$43,295,928$902,414 ▲2.1%1,456,1770.9%ETFPGProcter & Gamble$43,171,821$3,158,735 ▲7.9%253,3260.9%Consumer StaplesMDTMedtronic$40,356,152$1,287,964 ▲3.3%449,1000.8%MedicalSMOTVanEck Morningstar SMID Moat ETF$39,742,592$3,030,911 ▲8.3%1,212,0340.8%ETFMSMorgan Stanley$39,201,121$4,339,307 ▲12.4%336,0000.8%FinanceANGEL OAK FUNDS TRUST$38,231,259$1,534,572 ▼-3.9%4,404,5230.8%MORTGAGE BACKEDBRK.BBerkshire Hathaway$37,919,414$2,553,738 ▲7.2%71,1990.8%FinanceBONDBLOXX ETF TRUST$37,878,191$1,855,362 ▼-4.7%741,9820.8%BBB RATED 1 5 YEABTAbbott Laboratories$37,851,792$670,811 ▲1.8%285,3510.8%MedicalMCDMcDonald's$37,398,560$1,231,052 ▲3.4%119,7250.8%Retail/WholesaleKOCoca-Cola$37,259,377$1,063,629 ▲2.9%520,2370.8%Consumer StaplesJNJJohnson & Johnson$36,526,066$1,267,182 ▲3.6%220,2490.7%MedicalWMTWalmart$35,812,098$4,534,092 ▲14.5%407,9290.7%Retail/WholesaleXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$34,216,390$9,908,836 ▲40.8%716,5740.7%ETFSBUXStarbucks$33,937,047$1,736,191 ▲5.4%345,9790.7%Retail/WholesaleEXRExtra Space Storage$33,138,170$3,530,345 ▲11.9%223,1680.7%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$32,988,387$12,922,298 ▲64.4%629,9100.7%ManufacturingSPTISPDR Portfolio Intermediate Term Treasury ETF$32,901,296$32,503,920 ▲8,179.6%1,151,2000.7%ETFXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$32,330,162$686,804 ▲2.2%1,085,6990.7%ETFSLBSchlumberger$30,781,213$1,994,862 ▲6.9%736,3930.6%EnergyXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$30,381,256$6,249,745 ▲25.9%613,3910.6%ETFAVGOBroadcom$29,600,300$1,319,517 ▲4.7%176,7920.6%Computer and TechnologyPFEPfizer$29,406,603$1,283,471 ▲4.6%1,160,4820.6%MedicalCOPConocoPhillips$29,152,562$4,310,224 ▲17.4%277,5910.6%EnergyBACBank of America$29,061,436$2,098,852 ▲7.8%696,4160.6%FinanceNEENextEra Energy$28,583,645$2,388,924 ▲9.1%403,2110.6%UtilitiesTGTTarget$28,350,774$5,280,829 ▲22.9%271,6630.6%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$27,449,160$27,449,160 ▲New Holding158,4550.6%ETFLOWLowe's Companies$27,020,520$5,020,256 ▲22.8%115,8540.5%Retail/WholesaleINNOVATOR ETFS TRUST$26,479,212$28,513,618 ▼-51.8%943,6640.5%EQUITY DEF PROTNBONDBLOXX ETF TRUST$26,395,730$26,395,730 ▲New Holding518,7840.5%BONDBLOXX PRIVATBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$25,865,404$4,806,839 ▲22.8%281,9730.5%ETFFTSMFirst Trust Enhanced Short Maturity ETF$25,551,731$6,435,431 ▼-20.1%427,0010.5%ManufacturingURIUnited Rentals$25,185,782$6,466,908 ▲34.5%40,1880.5%ConstructionNFLXNetflix$24,967,081$1,366,181 ▲5.8%26,7730.5%Consumer DiscretionaryPANWPalo Alto Networks$24,759,427$3,339,776 ▲15.6%145,0970.5%Computer and TechnologyAZEKAZEK$24,491,152$4,434,861 ▲22.1%500,9440.5%ConstructionCOSTCostco Wholesale$23,881,619$3,691,337 ▲18.3%25,2510.5%Retail/WholesaleMLPAGlobal X MLP ETF$22,907,651$892,561 ▲4.1%430,3520.5%ETFPYPLPayPal$22,676,242$3,825,538 ▲20.3%347,5290.5%Computer and TechnologyBSXBoston Scientific$22,634,998$754,180 ▲3.4%224,3750.5%MedicalIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$21,716,324$52,910,612 ▼-70.9%413,4870.4%ManufacturingCSHINEOS Enhanced Income Cash Alternative ETF$21,469,216$4,797,836 ▼-18.3%432,5850.4%ETFAPHAmphenol$21,427,821$4,818,051 ▲29.0%326,6930.4%Computer and TechnologyINTUIntuit$21,419,706$3,502,821 ▲19.6%34,8860.4%Computer and TechnologyZBHZimmer Biomet$21,266,918$2,142,616 ▲11.2%187,9030.4%MedicalNOWServiceNow$20,590,559$4,597,706 ▲28.7%25,8630.4%Computer and TechnologyECLEcolab$19,549,692$2,028,414 ▲11.6%77,1130.4%Basic MaterialsDXCMDexCom$19,211,669$1,828,941 ▲10.5%281,3250.4%MedicalXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$19,022,190$2,645,645 ▲16.2%408,4640.4%ETFETNEaton$18,844,343$4,224,782 ▲28.9%69,3240.4%IndustrialsWCNWaste Connections$18,381,096$2,159,198 ▲13.3%94,1700.4%Business ServicesPWRQuanta Services$18,294,611$4,105,771 ▲28.9%71,9750.4%ConstructionLUVSouthwest Airlines$17,630,906$1,599,482 ▲10.0%525,0420.4%TransportationGPNGlobal Payments$17,566,994$2,843,507 ▲19.3%179,4010.4%Business ServicesBALTInnovator Defined Wealth Shield ETF$17,554,003$352,680 ▲2.1%559,4010.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$17,270,869$17,270,869 ▲New Holding590,6590.3%ETFLAM RESEARCH CORP$17,013,604$1,197,223 ▲7.6%234,0250.3%COM NEWEQIXEquinix$16,852,733$3,133,439 ▲22.8%20,6690.3%FinanceABBVAbbVie$16,644,408$1,260,886 ▼-7.0%79,4410.3%MedicalSPTLSPDR Portfolio Long Term Treasury ETF$16,448,093$5,297,711 ▼-24.4%603,3780.3%ETFXOMExxon Mobil$16,089,120$162,221 ▼-1.0%135,2820.3%EnergyBKRBaker Hughes$15,955,561$1,688,647 ▲11.8%363,0390.3%EnergyDCMBDoubleline Commercial Real Estate ETF$15,340,552$7,457,298 ▼-32.7%295,7500.3%ETFCAHCardinal Health$15,308,099$872,501 ▼-5.4%111,1130.3%MedicalRTXRTX$14,768,619$1,063,123 ▼-6.7%111,4950.3%AerospaceAMGNAmgen$14,627,577$795,698 ▼-5.2%46,9510.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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